User accounts, roles and permissions are managed in the platform. Make sure that users have the correct permissions to perform actions for their role and are restricted from seeing features and data that are not relevant to them.
The Users tool allows you to add users directly to the platform. You can only add users up to the contracted user count cap. Contact your Client Success Manager to request an additional user count.
Permissions
As an administrator of the platform, your user account must have permissions in the User section enabled to see and manage users.
Adding a new user
To add a new user:
- Go to Tools > Users and select Add new user.
- Enter user details. The email and password are the user login credentials. The password is temporary and the user will reset it when they sign in for the first time.
- Select a checkbox for user email and notification preferences in the Communication section.
- Select a checkbox for options in Account status. An Active user is visible in the user list and is added to the user count.
- Select a user Role and Adjust Permissions if needed.
- Choose whether to Notify the user of their new account. The welcome email also includes information on how to reset the password.
- Select Submit.
Roles and permissions
Roles
User roles are configured by Benevity. Each role is defined by a set of permissions that allow users to take certain actions in the platform. If you choose a user role for a user, a predefined set of permissions are enabled for them.
To create a new role or update the permissions on an existing role, contact your Client Success Manager.
Adjust Permissions
Permitted users can add or remove permissions for another user manually by selecting Adjust Permissions underneath the list of roles. Select Can next to a permission to enable it for the user, or Can't to disable it, and then Done.
Updating an existing user or user roles
To update a user or their user role:
- Go to Tools > Users and search for the user.
- Select Actions > Edit.
- Update user information, preferences and user roles or permissions.
- Select Submit to confirm changes.
Duplicating a user
If you have multiple users with similar settings, it can be useful to duplicate an existing user. The settings for roles, communication, and account status are copied to the duplicated user. To duplicate and update a new user:
- Go to Tools > Users and search for the user to duplicate.
- Select Actions > Duplicate.
- Enter user details. The email and password are the user login credentials. The password is temporary and the user will reset it when they sign in for the first time.
- Other permissions will match those of the duplicated user. Make any necessary updates.
- Select Submit.
Deactivating user
- Go to Tools > Users and search for the user.
- Select Actions > Edit.
- Deselect all checkboxes listed under Account status.
- Select Submit.